617 hedge funds and large institutions have $17.8B invested in IDEX in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 221 increasing their positions, 226 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
8.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
221
Reduced
226
Closed
43
Calls
$2.76M
Puts
$1.73M
Net Calls
+$1.03M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$586K +$1.46K +6 +0.3%
PAS
377
Park Avenue Securities
New York
$559K +$67.8K +278 +14%
BC
378
Burney Company
Virginia
$559K -$2.44K -10 -0.4%
AIM
379
Artemis Investment Management
United Kingdom
$555K -$738K -3,026 -57%
BMO
380
Beck Mack & Oliver
New York
$549K
PHS
381
Pekin Hardy Strauss
Illinois
$549K
VSQM
382
V-Square Quantitative Management
Illinois
$542K +$73.7K +302 +16%
KAS
383
Kestra Advisory Services
Texas
$541K +$104K +425 +24%
BFM
384
Boothbay Fund Management
New York
$536K +$208K +851 +63%
O
385
Ossiam
France
$536K -$540K -2,211 -50%
GC
386
Guggenheim Capital
Illinois
$528K -$2.2M -9,022 -81%
CAM
387
Congress Asset Management
Massachusetts
$528K -$307K -1,257 -37%
Wealth Enhancement Advisory Services
388
Wealth Enhancement Advisory Services
Minnesota
$524K -$337K -1,380 -39%
SAM
389
Shell Asset Management
Netherlands
$514K -$860K -4,275 -63%
GAM
390
Guinness Asset Management
United Kingdom
$513K
SG
391
StoneX Group
New York
$511K +$204K +838 +67%
OC
392
Oarsman Capital
Wisconsin
$475K +$8.05K +33 +2%
CC
393
Cipher Capital
New York
$473K +$154K +630 +48%
VA
394
Vident Advisory
Georgia
$470K -$68.3K -280 -13%
VF
395
Virtu Financial
New York
$469K +$469K +1,921 New
PF
396
Phoenix Financial
Israel
$456K +$11.4K +47 +3%
SAM
397
Smartleaf Asset Management
Massachusetts
$449K +$88K +359 +24%
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$441K +$2.2K +9 +0.5%
KC
399
Kepos Capital
New York
$437K -$72.5K -297 -14%
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$429K -$57.7K -236 -12%